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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,123 | $162,785-81.5% | $133,959-77.5% | $158,950-81.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.45% | 41.94%-15.5pp | 45.09%-18.6pp | 302.91%-276.5pp |
| Employer contribution / active EE | $3,203 | $4,975-35.6% | $3,919-18.3% | $4,762-32.7% |
| Participant deferral / active EE | $5,231 | $5,910-11.5% | $5,047+3.6% | $5,983-12.6% |
| Admin fee / account holder | $15 | $11,738-99.9% | $8,928-99.8% | $11,248-99.9% |